# William Jacob McMannis

William Jacob McMannis is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2026-03-25 | present | Yes |
| [MCMANNIS WEALTH LLC](https://search.stillhousedata.com/firm/330328) | 2024-03-31 | 2026-03-06 | — |
| [COLLIER FINANCIAL, INC](https://search.stillhousedata.com/firm/175207) | 2021-12-17 | 2024-01-02 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2018-03-08 | 2020-11-13 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2016-04-22 | 2018-02-07 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2012-06-08 | 2015-02-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5904465)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5904465.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.